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n8n-nodes-william-crm

v1.0.0

Published

n8n community node for William CRM integration - Complete automation for leads, clients, projects, invoices and support tickets

Readme

🚀 n8n-nodes-william-crm

npm version License: MIT

Um node personalizado do n8n para integração completa com o William CRM.

William CRM Node

🎯 Funcionalidades

📋 Operações Disponíveis:

  • Leads - Criar, listar, atualizar, excluir
  • Clientes - Gerenciar clientes completos
  • Projetos - Acompanhar desenvolvimento
  • Propostas - Criar e gerenciar propostas
  • Faturas - Controle financeiro
  • Tickets - Sistema de suporte

Recursos Avançados:

  • Autenticação automática via API Key
  • Validation completa de dados
  • TypeScript com tipagem total
  • Error handling robusto
  • Documentação integrada no n8n
  • Suporte a webhook triggers

🚀 Instalação

Via n8n Community Nodes (Recomendado)

  1. Abra o n8n (versão 0.187.0+)
  2. Vá em Settings > Community Nodes
  3. Clique em "Install"
  4. Digite: n8n-nodes-william-crm
  5. Clique em "Install"

Via npm (Manual)

# Para instalação global do n8n
npm install n8n-nodes-william-crm

# Para Docker
docker run -it --rm \
  --name n8n \
  -p 5678:5678 \
  -e N8N_CUSTOM_EXTENSIONS="/home/node/.n8n/custom" \
  -v n8n_data:/home/node/.n8n \
  n8nio/n8n:latest

Via Docker Compose

version: '3.8'
services:
  n8n:
    image: n8nio/n8n:latest
    ports:
      - "5678:5678"
    environment:
      - N8N_CUSTOM_EXTENSIONS=/home/node/.n8n/custom
    volumes:
      - n8n_data:/home/node/.n8n
    command: >
      /bin/sh -c "
        npm install n8n-nodes-william-crm &&
        n8n start
      "
volumes:
  n8n_data:

⚙️ Configuração

1. Obter API Key do William CRM

  1. Acesse seu William CRM
  2. Vá em Configurações > API
  3. Clique em "Gerar Nova Chave"
  4. Copie a chave gerada (formato: wcrm_...)

2. Configurar Credenciais no n8n

  1. No n8n, vá em Credentials
  2. Clique em "+ New"
  3. Selecione "William CRM API"
  4. Preencha:
    • API URL: https://seudominio.com/crm/api/v1.php
    • API Key: wcrm_sua_chave_aqui
  5. Teste a conexão e salve

📖 Como Usar

🎯 Exemplo: Criar Lead Automaticamente

{
  "nodes": [
    {
      "name": "Novo Lead",
      "type": "n8n-nodes-william-crm.williamCrm",
      "parameters": {
        "operation": "create",
        "resource": "leads",
        "name": "João Silva",
        "email": "[email protected]", 
        "phone": "(11) 99999-9999",
        "origin": "Site",
        "status": "new"
      }
    }
  ]
}

🔄 Exemplo: Webhook + Criar Cliente

  1. Webhook Trigger recebe dados
  2. William CRM Node cria cliente:
{
  "operation": "create",
  "resource": "clients", 
  "name": "{{ $json.name }}",
  "email": "{{ $json.email }}",
  "phone": "{{ $json.phone }}",
  "address": "{{ $json.address }}"
}

📊 Exemplo: Sincronizar com Planilhas

Google SheetsWilliam CRMSlack

{
  "workflows": [
    {
      "trigger": "Google Sheets - New Row",
      "action": "William CRM - Create Lead", 
      "notification": "Slack - Send Message"
    }
  ]
}

🎯 Operações Detalhadas

📋 Leads

  • create - Criar novo lead
  • getAll - Listar todos os leads
  • get - Buscar lead específico
  • update - Atualizar lead
  • delete - Excluir lead

👥 Clients

  • create - Criar novo cliente
  • getAll - Listar todos os clientes
  • get - Buscar cliente específico
  • update - Atualizar cliente
  • delete - Excluir cliente

🚀 Projects

  • create - Criar novo projeto
  • getAll - Listar projetos
  • get - Buscar projeto específico
  • update - Atualizar projeto
  • updateStatus - Alterar status
  • delete - Excluir projeto

📄 Proposals

  • create - Criar proposta
  • getAll - Listar propostas
  • get - Buscar proposta específica
  • update - Atualizar proposta
  • delete - Excluir proposta

💰 Invoices

  • create - Criar fatura
  • getAll - Listar faturas
  • get - Buscar fatura específica
  • update - Atualizar fatura
  • markPaid - Marcar como paga
  • delete - Excluir fatura

🎫 Tickets

  • create - Criar ticket
  • getAll - Listar tickets
  • get - Buscar ticket específico
  • update - Atualizar ticket
  • addReply - Adicionar resposta
  • close - Fechar ticket

🔧 Desenvolvimento

Pré-requisitos

  • Node.js 16+
  • TypeScript 4.8+
  • n8n 0.187.0+

Setup Local

# Clone o repositório
git clone https://github.com/williamschons/n8n-nodes-william-crm.git
cd n8n-nodes-william-crm

# Instale dependências
npm install

# Desenvolva com watch
npm run dev

# Build para produção
npm run build

# Lint e format
npm run lint
npm run format

Estrutura do Projeto

n8n-nodes-william-crm/
├── credentials/
│   └── WilliamCrmApi.credentials.ts
├── nodes/
│   └── WilliamCrm/
│       └── WilliamCrm.node.ts
├── dist/ (gerado)
├── package.json
├── tsconfig.json
└── README.md

🤝 Contribuindo

  1. Fork o projeto
  2. Crie sua feature branch (git checkout -b feature/NovaFuncionalidade)
  3. Commit suas mudanças (git commit -m 'Adiciona nova funcionalidade')
  4. Push para a branch (git push origin feature/NovaFuncionalidade)
  5. Abra um Pull Request

📝 Licença

Este projeto está licenciado sob a MIT License - veja o arquivo LICENSE para detalhes.

🆘 Suporte

  • 📧 Email: [email protected]
  • 🌐 Site: https://williamschons.com.br
  • 📖 Documentação: https://williamschons.com.br/docs/n8n-node
  • 🐛 Issues: https://github.com/williamschons/n8n-nodes-william-crm/issues

🏷️ Changelog

v1.0.0 (2025-09-11)

  • ✅ Lançamento inicial
  • ✅ Suporte completo a todas as operações do CRM
  • ✅ Autenticação via API Key
  • ✅ TypeScript com tipagem completa
  • ✅ Documentação integrada

Feito com ❤️ por William Schons